Our Services

Our expertise in financial matters affords you a team approach to developing a cohesive financial strategy. We stay abreast of changing regulations, emphasizing the areas of estate taxation, pension planning, and executive benefits, and we work closely with you and your trusted attorney, CPA, and other advisors.

Our services encompass many areas of financial planning that business owners and professionals tell us are of paramount importance.

Products and services are offered through the following companies:

National Life Insurance Company*
Montpelier, Vermont, one of the country’s oldest and most respected providers of insurance, annuities and other financial products, serves more than a quarter of a million customers throughout the United States. The company is licensed in all fifty states and the District of Columbia. Among the financial protection products with which the company has developed and grown its reputation for quality are a full range of whole life, term, variable universal life and universal life insurance.

Life Insurance Company of the Southwest*
(LSW) Dallas, Texas, National Life’s wholly-owned subsidiary, is a recognized leader in fixed and equity indexed annuities. Most recently, LSW has developed a portfolio of innovative life products designed to meet a variety of life event milestones through affordable, flexible life insurance. Among the features of this series are riders that provide financial protection in the event of disability or to meet long-term care needs. LSW is licensed to do business in all states except New York.

The O. N. Equity Sales Company
(ONESCO) is a registered broker/dealer subsidiary of Ohio National Financial Services offering an extensive line of financial products and services including mutual funds, unit investment trusts,stock and bond trading, public and private limited partnerships, real estate investment trusts, variable annuities and asset management services.

The Sentinel Companies*
Serving the needs of investors since 1934.

RBC Trust
(RBC) is a Delaware trust company, offers complete personal trust and custody services through strategic partnerships with professional advisors across the country.

National Retirement Plan Advisors*

(NRPA) provides clients with comprehensive retirement plan services, including qualified retirement planning and administrative services for a variety of plan types.

 O.N. Investment Management Company A Registered Investment Advisor

 

*A National Life Group company.  National Life Group is a registered mark of National Life Insurance Company and its subsidiaries and affiliates.